American Century Focused Growth R Clas AFGRX 11.98 0.00 (0.00%) Oct 21, 2016

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 0.53
Ex-Dividend Date Dec 22, 2015
Annualized Return (1Y) 4.31%
Annualized Return (3Y) 6.68%
Annualized Return (5Y) 11.40%
Close 11.98
Previous Close 11.98
Worst 3Y Roll AR -2.15%
Worst 5Y Roll AR 1.51%
Inception Date Oct 03, 2007
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Dividends


American Century Focused Growth R Clas (AFGRX) Dividend Information

American Century Focused Growth R Clas (AFGRX) dividend growth in the last 12 months is -82.85%

The trailing 12-month yield of American Century Focused Growth R Clas is 4.41%. Its dividend history:

Pay Date Cash Amount
Dec 22, 2015 $0.53
Dec 16, 2014 $3.09
Dec 17, 2013 $1.604
Dec 18, 2012 $0.067
Dec 20, 2011 $0.008
Dec 14, 2010 $0.002
Dec 23, 2008 $0.015
Dec 18, 2007 $1.407

American Century Focused Growth R Clas (AFGRX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Dividend Growth History for American Century Focused Growth R Clas (AFGRX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2015
2015 $0.53 4.38% -82.85% -
2014 $3.09 22.36% 92.64% -82.85%
2013 $1.604 12.93% 2,294.03% -42.52%
2012 $0.067 0.62% 737.50% 99.25%
2011 $0.008 0.07% 300.00% 185.30%
2010 $0.002 0.02% - 205.25%
2008 $0.015 0.13% -98.93% 66.41%
2007 $1.407 11.12% - -11.49%

Dividend Growth Chart for American Century Focused Growth R Clas (AFGRX)


Performance


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American Century Focused Growth R Clas (AFGRX) Historical Returns And Risk Info

From 10/03/2007 to 10/21/2016, the compound annualized total return (dividend reinvested) of American Century Focused Growth R Clas (AFGRX) is 5.298% . Its cumulative total return (dividend reinvested) is 59.529% .

From 10/03/2007 to 10/21/2016, the Maximum Drawdown of American Century Focused Growth R Clas (AFGRX) is 48.7%.

From 10/03/2007 to 10/21/2016, the Sharpe Ratio of American Century Focused Growth R Clas (AFGRX) is 0.24.

From 10/03/2007 to 10/21/2016, the Annualized Standard Deviation of American Century Focused Growth R Clas (AFGRX) is 20.9%.

From 10/03/2007 to 10/21/2016, the Beta of American Century Focused Growth R Clas (AFGRX) is 0.95.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AFGRX (American Century Focused Growth R Clas) NA 4.31% 6.68% 11.40% NA NA NA ... ...
VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) NA 5.41% 10.20% 14.83% 7.68% 5.30% 3.28% ... ...
Data as of 10/21/2016, Common starting date is 10/03/2007

Return Calculator for American Century Focused Growth R Clas (AFGRX)

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American Century Focused Growth R Clas (AFGRX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for American Century Focused Growth R Clas (AFGRX)

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Retirement Spending Calculator for American Century Focused Growth R Clas (AFGRX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/03/2007 to 10/21/2016, the worst annualized return of 3-year rolling returns for American Century Focused Growth R Clas (AFGRX) is -2.15%.
From 10/03/2007 to 10/21/2016, the worst annualized return of 5-year rolling returns for American Century Focused Growth R Clas (AFGRX) is 1.51%.

Drawdowns


American Century Focused Growth R Clas (AFGRX) Maximum Drawdown



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